Buy $AMGN - NRPicks 19 NovAmgen Inc. discovers, develops, manufactures and delivers human therapeutics worldwide. It focuses on inflammation, oncology/hematology, bone health, cardiovascular disease, nephrology and neuroscience areas. It has agreements with Novartis, Bayer, among others.
Revenue TTM 25.7B
Net Income TTM 5.6B
EBITDA TTM 12.1B
EBITDA margin TTM 47.1%.
Debt/EBITDA TTM 3.05x
Healthcare
Cofinimmo (COFB.br) bearish scenario:The technical figure Triangle can be found in the Belgian company Cofinimmo SA(COFB.br) at daily chart. Cofinimmo is the foremost listed Belgian real estate company specialising in rental property. The company owns a property portfolio worth over €4 billion, representing a total area of nearly 2,000,000m² spread over Belgium, The Netherlands, France, Germany and Spain. Its main investment segments are healthcare properties (nursing and care homes, revalidation clinics, psychiatric clinics, medical office buildings,...) and offices, and property of distribution networks (portfolio of pubs let to AB InBev and portfolio of insurance branches let to MAAF). The Triangle has broken through the support line on 21/12/2021, if the price holds below this level you can have a possible bearish price movement with a forecast for the next 17 days towards 131.30 EUR. Your stop loss order according to experts should be placed at 140.40 EUR if you decide to enter this position.
Belgium-based real estate investor, Cofinimmo, has announced another round of acquisitions. It will acquire three nursing and care homes in Germany – two in Essenheim and one in Bruchmühlbach-Miesau, and plans to build a new property in Andalucia, Spain. The investment for the three sites in Germany amounts to approximately €39m.
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JD.com's Healthcare Unit Prepare for Next Battle Affected heavily by recent technological advancements, the sector may soon attract Chinese regulators' attention.
Background
2021 turned out to become a positive year for China's healthcare industry, where the gigantic demand stems from the aging population, growing individual wealth, and – more importantly – the COVID-19 crisis' aftermath. The market has grown consistently; in 2020, the growth rate slumped to 7.2% due to the massive lockdowns, although it is expected to rise back to 17.6% in 2021 with a total market size of CNY 8.7 trillion. Despite this, the market remains relatively undeveloped – since 2016, the Chinese authorities have been working on creating a CNY 16 trillion healthcare ecosystem by 2030.
Online healthcare is in the limelight
The pandemic challenged people's sense of well-being and facilitated their desire and determination to become more active and engaged in managing their health, which also boosted the need for remote medical consultations and online medicine sales. According to Deloitte, the portion of consumers who have used virtual visits rose from 15% to 19% from 2019 to early 2020, then jumped to 28% in April 2020. In fact, consumers plan to continue using the – 80% of the Deloitte survey respondents are likely to keep using other online services even post COVID-19.
Jessica Tan, co-CEO of Ping An Group, once said that around 20% to 25% of healthcare services in China could be moved to the online space. This will present new opportunities to the most competitive businesses in this field. Among these, JD Health (6618:HK) and Alibaba Health (0241:HK) are two tech giant-backed companies that have ridden this surging wave quite well.
The latecomer, JD Health, is moving really fast – only four months' independent operation since May 2019 before it filed a public offering. In August 2020, JD Health ranked 35th on Hurun Global Unicorn Index 2020 with a valuation at CNY 50 billion, which crowned it as the world's youngest unicorn. Different from traditional platforms, JD Health has established various online and offline integrated businesses, including JD Pharmacy, JD Health Internet Hospital and Pharmacy Alliance.
How does JD.com compare in healthcare endeavors?
Financial performance
In September 2021, JD Health released its interim financial report with relatively strong results. Its total revenue increased by over half (55.4%), from CNY 8.8 billion in H1 2020 to CNY 13.6 billion in H1 2021, which was primarily due to the increase in revenue from sales of pharmaceutical and healthcare products within the reporting period. In fact, this continuous upward trend also shows in its gross profit for the past four fiscal years, although the loss enlarged even further in 2020 when compared with the previous years. Another catalyst for the growth could be the increase in JD Health's number of Annual Active User (AAU) accounts. As of June 30, 2021, the AAUs in the past 12 months reached 109 million, representing a net addition of over 18.8 million as compared with that of 2020. The growing number also shows that the stickiness of users has been well improved as well as its brand awareness. In other words, JD Health's constant investment in marketing activities – its selling and marketing expenses almost doubled for two consecutive fiscal years – finally began to work.
JD's supply chain infrastructure casts its core barrier
Although JD Health is relatively inferior to its competitor in terms of annual active users – 109 million as of June 30, 2021 – JD Health's revenue is all the way higher than that of its closest competitor, Alibaba Health, more specifically, the revenue as nearly two times higher. One booster is its complete business structure. Integrating B2B/B2C/O2O businesses, JD Health can have more wings – for example, along with the retail pharmacy, JD Health also offers its own family doctor services, online hospital services as well as smart healthcare solutions. Through the integration of pharmaceutical retail businesses and online healthcare services, the medical products users also become target customers for other consumption healthcare units, and vice versa; a closed cycle hence is developed and can also be seen in its ever-growing operating income at a CAGR of 11%.
JD Logistics is another catalyst supporting the healthcare unit's strong performance, being one of the leading supply chain players in the field of medicine now. Through JD Logistics, JD Health is able to connect with upstream, midstream and downstream enterprises: from industrial enterprises and healthcare institutions to offline pharmacies and dental clinics. This absolute advantage over comparable companies enables JD Health to further cut its fulfillment costs to around 10% of total revenue, which is related to warehousing, logistics and customer service expenditures incurred by the self-operated pharmaceutical business.
Future in the mist
The future won't be easy for both Alibaba Health and JD Health, as the competition is intensifying. Except for the 'peer pressure,' some inherent problems exist in the essence of most healthcare services – those are mainly related to professionalism, trust and quality.
It is partly because of the particularity of healthcare services and pharmaceutical drugs along with the recent market chaos, the government has tightened supervision increasingly, more than ever before. Rory Green, a China economist at TS Lombard, said that the healthcare sector is the only one not hit by regulatory scrutiny yet but is particularly vulnerable, which may possibly make it the next target.
For the full article with the charts, please visit the original link.
Alibaba Healthcare Units Prepares for Next Battle in HealthcareAffected heavily by recent technological advancements, the sector may soon attract Chinese regulators' attention.
Background
2021 turned out to become a positive year for China's healthcare industry, where the gigantic demand stems from the aging population, growing individual wealth, and – more importantly – the COVID-19 crisis' aftermath. The market has grown consistently; in 2020, the growth rate slumped to 7.2% due to the massive lockdowns, although it is expected to rise back to 17.6% in 2021 with a total market size of CNY 8.7 trillion. Despite this, the market remains relatively undeveloped – since 2016, the Chinese authorities have been working on creating a CNY 16 trillion healthcare ecosystem by 2030.
Online healthcare is in the limelight
The pandemic challenged people's sense of well-being and facilitated their desire and determination to become more active and engaged in managing their health, which also boosted the need for remote medical consultations and online medicine sales. According to Deloitte, the portion of consumers who have used virtual visits rose from 15% to 19% from 2019 to early 2020, then jumped to 28% in April 2020. In fact, consumers plan to continue using the – 80% of the Deloitte survey respondents are likely to keep using other online services even post COVID-19.
Jessica Tan, co-CEO of Ping An Group, once said that around 20% to 25% of healthcare services in China could be moved to the online space. This will present new opportunities to the most competitive businesses in this field. Among these, JD Health (6618:HK) and Alibaba Health (0241:HK) are two tech giant-backed companies that have ridden this surging wave quite well.
Alibaba (BABA:NASDAQ) is deemed to be the first explorer among Chinese tech giants, having joined the game as early as 1998 by founding Alibaba Health (0241:HK). In fact, it is the first Chinese Internet-healthcare company to go public on the Hong Kong Stock Exchange. Alibaba Health is primarily engaged in the pharmaceutical direct sales business, the pharmaceutical e-commerce platform business, medical and healthcare services platforms and digital infrastructure business and related services, though it wants to take off the 'e-pharmacy' tag for long.
How does Alibaba compare in the healthcare endeavors?
Financial Performance
Alibaba Health finally became fully profitable in its fiscal 2021, when the revenue reached CNY 15.52 billion Among four major businesses, medicine remains the main contributor to its revenue, amounting to CNY 13.21 billion, or about 85% of the total revenue. The rest is contributed by pharmaceutical e-commerce platform business, the medical health service business and digital infrastructure business, with revenues of CNY 1.96 billion, CNY 284 million and CNY 53 million respectively. Benefiting from the improving cost control ability and the emerging economies of scale, the overall expenses of Alibaba Health are far less than that of JD Health for every comparable fiscal year.
BABA's backing is the ace card of Alibaba Health
As the healthcare business arm of Alibaba Group, the natural traffic comes with related brand benefits; Alibaba Health's core pharmaceutical direct sales and e-commerce platform businesses are thus boosted to a great extent. Three specific edges are worth mentioning.
First, brand power drives growth. In 2021, Alibaba has grown its brand value by 32% year-on-year to USD 201.86 billion, with a 2nd ranking domestically and 7th ranking globally. As one of the most valuable brands, consumers are more likely to pay a value premium for the products with this recognizable name, or for the creditability it owns. This is indeed what is going on with Alibaba Health. For the 12 months ended March 31, 2021, the revenue from drugs generated from the pharmaceutical direct sales business under the brand of 'Alibaba Health' increased by 86.1% year-on-year, accounting for 64.8% of the revenue of the business. And the number of annual active users of the direct online stores in the reporting period reached a record high of 81 million.
Second, synergistic benefits of Alibaba's ecosystem. The synergy effect is most difficult or even impossible to be imitated by competitors. When looking back at Alibaba's business scope, we could see it has already laid out a lot – Alipay's insurance services and 'Future Hospital' plan, O2O medicine delivery service on takeaway platform and hospital-specialized modules on DingTalk – most major businesses owned by Alibaba have medical-related s. With continuous investment in these business-to-consumer marketplace made by the Group, Alibaba Health is able to enhance health awareness and acquire new customers at relatively low acquisition costs, which lays a strong foundation for future growth. As of March 31, 2021, the number of annual active users had exceeded 280 million on Tmall's Pharmaceutical Platform while Alipay's healthcare channel as a whole reached over 520 million annual active users for the fiscal year.
Third, empowerment of big data. As a wholly-owned subsidiary of Alibaba with deep roots in the Internet, Alibaba Health's capabilities and resources are naturally geared towards leveraging the prowess of the Internet, big data and Cloud computing. To further boost its digital infrastructure business, for example, tracking platform 'Ma Shang Fang Xin' and digital health business, Alibaba Health has been working closely with Alibaba Cloud to lead the healthcare area. In addition, it also focuses on digital infrastructure. Based on the Group's internal AI, big data, payment and IT capabilities, Alibaba Health is working on exploring the construction of intelligent medical systems, such as AI-assisted diagnostic decision-making, remote imaging platforms and blockchain data security solutions in major hospitals and regions.
Future in the mist
The future won't be easy for both Alibaba Health and JD Health, as the competition is intensifying. Except for the 'peer pressure,' some inherent problems exist in the essence of most healthcare services – those are mainly related to professionalism, trust and quality.
It is partly because of the particularity of healthcare services and pharmaceutical drugs along with the recent market chaos, the government has tightened supervision increasingly, more than ever before. Rory Green, a China economist at TS Lombard, said that the healthcare sector is the only one not hit by regulatory scrutiny yet but is particularly vulnerable, which may possibly make it the next target.
For the full article with the charts, please visit the original link.
NUMI 1000% move potential - are you in?This daily chart is a beauty setup. Just listed today December 16th on the TSX (graduated from the TSXV) and far undervalued compared to its peers.
Bonus facts:
- Health Canada licenses, some exclusive
- Strong influencer on regulatory market
- Multiple successful clinical trials
- NO DEBT - and a warchest full of cash
- Some big acquisitions this year, becoming a corporate umbrella with multiple lines of business
- Awesome Management team
- Well managed financials
Need I say more? Get this gem before everyone else finds out about it. Likely to follow MMED.
$MIRM sniper edition #2*This is not financial advice, so trade at your own risks*
*My team digs deep and finds stocks that are expected to perform well based off multiple confluences*
*Experienced traders understand the uphill battle in timing the market, so instead my team focuses mainly on risk management*
Recap: My team entered $MIRM on October 29, 2021 at $15.70 per share. Our first take profit is at $21.
My team averaged down on our position today at $13.57 per share bringing our share average to $14.63 per share.
Our First Entry: $15.70
Our 2nd Entry: $13.57
First Take Profit: $21
2nd Take Profit: $26
If you want to see more, please like and follow us @SimplyShowMeTheMoney
Buy $ACOR - NRPicks 12 NovAcorda Therapeutics, Inc. a biopharmaceutical company, develops and markets therapies for neurological disorders in the United States. The company markets Ampyra , an oral medication to improve gait in patients with multiple sclerosis (MS).
Buy $SRNE - NRPicks 15 OctSorrento Therapeutics, Inc. is a commercial and clinical-stage biopharmaceutical company developing therapies for cancer, autoimmune, inflammatory, viral and neurodegenerative diseases. It operates through two segments, Sorrento Therapeutics and Scilex.
P&G India BreakoutThe stock has broken out and retested, therefore it may undergo a rally. Trade is supported by brokerage calls and Supports Nearby.
Risk Reward Ratio - 2:1
SL is placed below support zone & Previously upper trendline. The target is placed near swing high.
Note: Market is having weak sentiments, making this a high risk trade. Due Caution Is Required.
long $CMPSLooks like the MACD is still heading down but curling up. RSI is bottoming out as it reaches an important level of support. I think the risk reward at the $28 level is optimal. If you have a high risk tolerance, buy now.
Shrooms are already decriminalized in Denver and are about to be in Detroit.
The TAM which was initially an imaginative number is now becoming real for Compass Pathways. Go long CMPS
www.freep.com
Looks ready to find a floor and launch on the weekly chart.
our beloved $ATOS *This is not financial advice, so trade at your own risks*
*My team digs deep and finds stocks that are expected to perform well based off multiple confluences*
*Experienced traders understand the uphill battle in timing the market, so instead my team focuses mainly on risk management*
$ATOS remains my teams best trade yet, but sadly for you guys this was before we got serious about documenting our trades here at tradingview. Long story short our guys charted and caught an enormous jump from $1.50 to $9+ per share earlier this year.
My team entered $ATOS again today at $2.75 per share and have set our first take profit at $4.
ENTRY: $2.75
TAKE PROFIT 1: $4
TAKE PROFIT 2: $6.50
If you want to see more, please like and follow us @SimplyShowMeTheMoney
Galapagos is it time to buy ? DYOR NFAHealthcare has been getting slapped as of late but there are some fine investment opportunities. Galapagos is one I have been keeping an eye on. It has formed a broadening wedge on the long term and holding nicely on the support line. Fisher on the monthly frame has crossed up and MACD is showing signs of levelling off. LTF, day especially is showing signs of a nice bottom.
PFE to ATH PFE has been following the highs and lows on this bullish run with last bullish run to a T. Some of my most successful plays have been from finding these patterns and trading them. On top of that, the correction on PFE pulled back to the 78 fib line which is very healthy after a big run like it had. I am still very bullish on the next month for PFE and am anticipating new ath next end of month into dec.
Wuxi Apptec Embraces a More Health-Conscious ChinaAfter a booming year in 2018, Wuxi has yet to slow down. The following article analyzes the success of Wuxi and its shortcomings.
China has released a number of new policies to help make the biopharma industry more transparent and efficient.
By 2020, China had full coverage of medical service systems in rural and urban areas; 90% of residents in China can access the nearest medical point within 15 minutes.
Wuxi Apptec has achieved consecutive quarter-over-quarter revenue growth for 13 quarters since the first beginning of 2018 (other than the first quarter of 2020 due to Covid-19).
Wuxi PharmaTech, a contract research and manufacturing organization, was founded by Dr. Ge Li in 2000. The company changed its name to Wuxi Apptec after Wuxi acquired Apptec Laboratory Services Inc., a US-based medical device and biologics testing company. Wuxi was delisted from the NYSE after going private, with a valuation of USD 3.3 billion. The company has thrived under the leadership of Ge Li as Wuxi went from just 4 people in 2000 to over 28,000 employees in 2021. Ge Li claims that the company's main mission is to provide high-quality research services at a low cost.
Wuxi has been growing rapidly since its inception, but we expect more imminent growth as China rolls out new healthcare-related policies and people become more health-conscious. Although the thriving healthcare market will inevitably attract new entrants that may evolve into strong competitors, Wuxi Apptec is highly likely to withstand the competition.
Rising health awareness
While brands like GNC and The Vitamin Shoppe helped raise healthcare awareness in the west, China was lackluster in this department and put little emphasis on personal well-being. Over the past decade, however, China's healthcare industry grew exponentially as society's attitude towards healthcare took a massive turn. The rising disposable income has led to the paradigm shift from being reactive consumers to proactive consumers. 84% of 3,000 respondents in China, in a survey conducted by Ipsos, reported that they are consciously making health-oriented decisions now.
According to a report by McKinsey, the global wellness economy, accelerated by COVID-19, has an estimated market size of USD 1.5 trillion as of 2021 with 5% to 10% annual growth each year. China reported the highest share of wellness spending online out of the six countries, including Japan. Monosodium glutamate (MSG) is a controversial flavor-enhancing ingredient for its possible adverse effects after consuming more than 3 grams. Major MSG producer Henan Lotus is experiencing a steady decrease in sales as the Chinese population, once the largest consumer of MSG, is becoming more health-aware. Bain and Kantar Worldpanel also reported that sales of chewing gums have also decreased by 14% in the last two years, chocolate sales decreased by 6%, and confectionaries decreased by 4%.
Favorable policies
President Xi announced the initiation of the Health China 2030 (HC 2030) plan in October 2016. The main goals are to prioritize healthcare on a national level, spur innovations in the healthcare industry, promote scientific development, and bring equal access to public health services to all parts of China, especially the country's rural areas. HC 2030 also aims to establish and enhance social policies and institutional systems regarding health, cultivate a healthy environment and intensively promote the advancement of the healthcare industry. Companies in the healthcare industry have seen something of a boost in their revenue as the healthcare trend continues. By 2020, China had extended medical service coverage so thoroughly that 90% of residents could access the nearest medical point within 15 minutes. The medical cost growth was also curbed as 2020 marked the lowest proportion of residents' medical expenditure in 20 years, with 27.7%.
Government policies have favored the development of the healthcare industry in China, especially that of Contract Research Organizations (CROs) and Contract Development and Manufacturing Organizations (CDMOs). In 2015, China had a backlog of over 20,000 drug registrations pending review and approval. The National People's Congress (NPC) held a meeting to discuss the reformation of the drug registration system. As a result, China Food and Drug Administration (CFDA) regulators received more resources than in the past, and the government launched the Market Authorization Holder Program (MAH) to make it easier to bring new drugs to the market. Furthermore, the Review and Approve Process (RAP) was simplified and made more efficient. For example, high-quality generics for orphan conditions with robust bioequivalence data will be eligible for expedited review during the CFDA's regulatory process. As of July 2021, a rare disease database (Orphanet) has recognized over 6,000 diseases, propelling pharma companies to roll out more medicine that will undergo a newly implemented process. CROs and CDMOs benefit from these new policies as pharma companies look to increase their research output to develop and produce new drugs. The expedited RAP incentivizes companies to roll out new drugs to cope with the increasing number of orphan diseases recorded.
The unique advantage
Wuxi Apptec is a "fully integrated contract research development and manufacturing organization with the ability to provide one-stop services that offer its clients assistance in discovery, development and manufacturing service demands." The wide variety of services that Wuxi covers allows the company to embrace the soaring healthcare market in China. Wuxi Apptec expects to extend its impact further as the global new drug R&D outsourcing market snowballs. However, Wuxi must persist in its R&D investment to fare well against companies with more flexible cash flow and new entrants with newer technology.
With a boom in customer demand, China's pharmaceutical R&D and manufacturing service market is expected to maintain its current high-speed growth. Wuxi's unique competitive advantage comes from its cost-efficient services. As of 2021, Wuxi has over 28,000 employees, most of whom are chemists, making Wuxi possibly the biggest employer of chemists in the world. Since the company has cheaper labor costs than the industry average, Wuxi can produce almost the same amount of research output for a fraction of the price (around 25% to 40% less than western companies' services).
Additionally, policies such as the MAH, expedited reviews, and HC 2030 have encouraged pharmaceutical innovations in China. Wuxi can capture the rising demand from Chinese pharma companies with its rather high R&D efficiency. Although Wuxi may not have the financial strength of some significant pharma companies with in-house R&D departments, the company will retain its leading position as one of the most profitable R&D and manufacturing businesses in China.
Financial metrics
According to Wuxi's interim report this year, the company realized CNY 10.54 billion total revenue, a year-over-year growth of 45.70%. CNY 2.50 billion came from China, which represents year-over-year growth of 48%. This data showcases the company's ability to capture the rising healthcare tides and demands for research and innovations. 48% growth also marks the largest increase compared to the company's revenue growth in the US and Europe. Wuxi also has a 100% retention rate of its top 10 customers from 2015 to the interim of 2021. As of June 30, 2021, the company's new clients have contributed CNY 849 million in revenue. Frost & Sullivan published a market research report in June 2021, which ranked Wuxi Apptec first by market share in the China-based drug discovery CRO market, pre-clinical and clinical CRO market, and small molecule CDMO market.
Bottom line
The combined forces of new policies and rising healthcare awareness have put Wuxi Apptec in a prime position to consolidate its leadership in China. The company should remain profitable as long as it maintains below industry average labor cost, heavy investment in its R&D department and reasonable M&A strategies to help expand and improve Wuxi's services and operations. Given the recent regulatory crackdown on Chinese tech companies, Wuxi should tread carefully in its effort to capture a more significant share in the Chinese market.
China's rapid growth in the healthcare industry bodes well for the nation, but what does it mean for its people? While the government poured resources into promoting innovations and development in the medical field, the affordability issue gained little attention. Although China has over 90% of residents with basic health insurance plans, it still poses a hefty paycheck for the average worker. Despite the rising wave of healthy living, China has to do more to provide sustainable healthcare.
For the full article with the charts, please visit the original link.
Medtronic & its 100smaThe chart speaks for itself. 100sma has been held and tested multiple times.
RSI has not gone below 35 RSI.
Giving it a little wiggle room makes sense to avoid getting stopped out. The ATR (average true range) is 2 points. So a stop below $127 could potentially provide enough room.
WalgreensI see a possible M pattern forming here. I'm thinking about more people being sick and pharmacy visits over the cold winter season. Walgreens is a great convenience store with solid customer service from my experience. They've been around for a long time. I want to see price retrace the previous high up to 38 - 61%. We are currently in consolidation. However, I believe that since that previous was broken and the current low being higher than the previous, I can see WBA respecting that sentiment on a long term scale. The win goes to the longest holder. On the weekly , we are on the bottom of the Mac D as well and looks to be losing its bearish momentum.
Not advice!
CI- Break out from 5 months downward trendsince 10th May peak, the stock was on bearish trend. As of 6th October is breakout the slope, went back for 1 day but break out again, confirming a trend reversal.
MA50 line is tested and rejected several time in the past 2 weeks but following fibo levels, I believe we look at a climb to 215-220 range before earnings on 4th Nov.
Earnings will define the story onwards
$MRK: Vaccine KrptoniteInvestors should continue to watch Merck and how it plays out here at the 80 level as their COVID drug treatment is pending approval. I believe the market is absolutely sleeping on the significance of this drug and the kind of impact it will have. A treatment is an absolute game changer provided the politics of COVID do not disrupt innovation, transparency and competition in the market. If Merck's drug is effective at treating COVID this will be disastrous to companies like MRNA, JNJ, DVAX, PFE and NVAX. Currently, we're still sitting at less than a 60% fully vaccinated population, the tightest labor supply in history and a work force petitioning vaccine mandates as was witnessed with Boeing workers in Seattle. This will force lawmakers hands to suspend vaccine mandates indefinitely crashing demand for vaccines in the future. The US population has made their stance and vaccine persuasion will only have a diminishing effect from here on out, so the only option is the option that works for everyone in order to minimize division in the country.